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+1.5%
This Month
+4.68%
Year To Date
+4.68%
2 Years
+4.68%
5 Years
+4.68%
10 Years
+4.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology16.67%
- 🖥️ Technology Services15.84%
- 💵 Cash11.2%
- 💰 Finance11.13%
- 🛠️ Producer Manufacturing10.86%
- 🪨 Non Energy Minerals6.98%
- ⛏️ Energy Minerals5.91%
- 🚗 Consumer Durables5.82%
- 🧬 Health Technology5.79%
- 🍞 Consumer Non Durables5.36%
- 🛍️ Retail Trade4.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.02%
- 🇺🇸 Nasdaq43.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.16%
- 🇩🇪 Germany5.82%
- 🇳🇱 Netherlands5.32%
Dividends
Dividend Yield
0.98%
14 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.35%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Portfolio Valuation
Based on current positions
P/E Ratio
30.37
High:
TSLA
372.52TSLALow:
DB
10.29DBDetails
PEG Ratio
172.03
High:
JPM
653.32JPMLow:
NEM
16.89NEMDetails
Price/Book
9.52
High:
AAPL
43.48AAPLLow:DB
0.87DBDetails
Price/Sales
7.89
High:
NVDA
20.3NVDALow:DB
1.02DBDetails
Price/CF
19.49
High:TSLA
79.58TSLALow:DB
1.03DBDetails
Price/FCF
38.34
High:
CVX.US
606.02CVX.USLow:DB
1.09DBDetails
P/E Ratio
30.37
High:TSLA
372.52TSLALow:DB
10.29DBDetails
PEG Ratio
172.03
High:JPM
653.32JPMLow:NEM
16.89NEMDetails
Price/Book
9.52
High:AAPL
43.48AAPLLow:DB
0.87DBDetails
Price/Sales
7.89
High:NVDA
20.3NVDALow:DB
1.02DBDetails
Price/CF
19.49
High:TSLA
79.58TSLALow:DB
1.03DBDetails
Price/FCF
38.34
High:CVX.US
606.02CVX.USLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|